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AI isnโt going to โkillโ Shopify.
But it will compress its moat unless the company pivots faster and deeper than investors expect.
This isnโt bearish.
Itโs structural.
Every platform shift reshuffles the winners.
But it will compress its moat unless the company pivots faster and deeper than investors expect.
This isnโt bearish.
Itโs structural.
Every platform shift reshuffles the winners.
Shopifyโs first S-curve was built on:
โ storefront creation
โ workflows + templates
โ merchant tools
โ payments + checkout
โ logistics integrations
AI is turning many of these into commodities.
Instant stores.
Instant ads.
Instant SEO.
Instant emails.
Instant everything.
When creation becomes free, the value shifts.
โ storefront creation
โ workflows + templates
โ merchant tools
โ payments + checkout
โ logistics integrations
AI is turning many of these into commodities.
Instant stores.
Instant ads.
Instant SEO.
Instant emails.
Instant everything.
When creation becomes free, the value shifts.
Value migrates from tools โ to distribution.
This is why TikTok Shop, Instagram, Temu, Shein, and even Amazon are leaning hard into AI-driven storefronts:
AI lets platforms collapse the entire seller journey into a single click.
Thatโs real competition for Shopifyโs core.
This is why TikTok Shop, Instagram, Temu, Shein, and even Amazon are leaning hard into AI-driven storefronts:
AI lets platforms collapse the entire seller journey into a single click.
Thatโs real competition for Shopifyโs core.
I want to make it clear, why I so often hark back to the 1992 Rio Earth Summit. There is a very powerful reason for doing his. I hadn't just become environmentally aware then. In fact, I'd become environmentally aware over 20 years earlier, and was 32, starting an ecology degree as a mature student.
In other words, I had a very clear impression of the time and the lead up to the 1992 Rio Earth Summit, because here, was the things I had passionately believed in for over 20 years, finally being addressed. It was a time of incredible optimism by the environmentally aware. Finally politicians were taking the ecological and climate crisis seriously, and were going to address the problem. Rather, it seemed that way at the time.
1/๐งต
In other words, I had a very clear impression of the time and the lead up to the 1992 Rio Earth Summit, because here, was the things I had passionately believed in for over 20 years, finally being addressed. It was a time of incredible optimism by the environmentally aware. Finally politicians were taking the ecological and climate crisis seriously, and were going to address the problem. Rather, it seemed that way at the time.
1/๐งต
I attended a seminar around the time I started university, a panel of leading scientists. The chair of the panel, Professor Alan Wellburn, then probably the leading expert on air pollution, opened by saying, now we know what the problem is, we can address it.
I was troubled by this, and had the temerity to stand up and challenge this narrative. I said most of this situation, was actually known at the time of the 1972 UN Environment Conference, and the only reason the 1992 Rio Earth Summit happened, was because in 1983, the UN was alarmed that no progress had been made on the agreed action plan, of the 1972 UN Environment conference, and they set up the Brundtland Commission.
un.org/en/conferencesโฆ
2/
I was troubled by this, and had the temerity to stand up and challenge this narrative. I said most of this situation, was actually known at the time of the 1972 UN Environment Conference, and the only reason the 1992 Rio Earth Summit happened, was because in 1983, the UN was alarmed that no progress had been made on the agreed action plan, of the 1972 UN Environment conference, and they set up the Brundtland Commission.
un.org/en/conferencesโฆ
2/
Before, I go on, I want to make it clear what my real point is. THE BIG problem, is this sense of progress. So much so, that people, including those who should no better, insist that it is only recently, that humanity understood how serious the climate crisis is, and that somehow back in 1992, there was little understanding of our predicament. No one believes me, when I say people took the climate crisis, far more seriously than they take it now.
I have seen environmental journalists, state that until Al Gore's 2006 movie, An Inconvenient Truth, most of the public had never heard of the climate crisis. I have to pinch myself. It is possible that public awareness of the climate crisis, was greater in 1989, than it is now. Don't take my words for it.
"These authors presented findings from separately conducted national polls that showed that whereas in 1986 less than a half of respondents (between 39 and 45%) reported having heard or read anything about climate change, this proportion rose to around three-quarters (74%) of respondents by 1990."
That's right, by 1990, 74% of the public were aware of climate change, and public climate change denial, was almost unknown.
wires.onlinelibrary.wiley.com/doi/pdf/10.100โฆ
3/
I have seen environmental journalists, state that until Al Gore's 2006 movie, An Inconvenient Truth, most of the public had never heard of the climate crisis. I have to pinch myself. It is possible that public awareness of the climate crisis, was greater in 1989, than it is now. Don't take my words for it.
"These authors presented findings from separately conducted national polls that showed that whereas in 1986 less than a half of respondents (between 39 and 45%) reported having heard or read anything about climate change, this proportion rose to around three-quarters (74%) of respondents by 1990."
That's right, by 1990, 74% of the public were aware of climate change, and public climate change denial, was almost unknown.
wires.onlinelibrary.wiley.com/doi/pdf/10.100โฆ
3/
๐๐ก๐๐๐๐ค๐ฅ๐ฒ ๐๐๐ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ๐ก๐
๐ฐ Here's your round-up of top #CarbonDioxideRemoval News / Developments from this week (17 November - 23 November 2025):
๐บ:
๐งต
๐ฐ Here's your round-up of top #CarbonDioxideRemoval News / Developments from this week (17 November - 23 November 2025):
๐บ:
๐งต
Graphyte secured $250K prepurchase for 450 tons of durable carbon removals via Frontier Buyers Club.
graphyte.com/post/graphyte-โฆ
Pure Data Centres invested ยฃ24M in UKโs largest biochar facility in Wiltshire. The project will produce ~11,500 tons biochar/year (~18,500 tons CDR).
swindonlink.com/business/uk/laโฆ
Honda purchased 1,800 CDR credits from Indigo Agโs regenerative agriculture program.
newsweek.com/honda-emissionโฆ
Return Carbon partnered with Permian Energy Lab on Trinity DAC test site; Phase 1 targets 10,000 tons/year, scaling to 100,000โ500,000/year in Phase 2.
carboncapturejournal.com/news/return-caโฆ
Verde AgriTech and UNDO Carbon formed commercial partnership for enhanced rock weathering carbon credits.
investor.verde.ag/verde-agritechโฆ
Ebb Carbon partnered with Saudi Water Authority to convert desalination brine into megaton-scale COโ removals
businesswire.com/news/home/2025โฆ
The INVEST-CDR project received โฌ2M from Swedenโs Formas to advance BECCS and DACCS in Nordics.
ivl.se/english/ivl/ouโฆ
Greengine and Rewind Earth partnered on underground biomass storage development.
carbonherald.com/rewind-earth-aโฆ
CURA received $100K funding from NorthX Climate Tech to support its technology.
linkedin.com/posts/climatetโฆ
Perennial signed global deal with AmSpec to scale soil-carbon verification using its labs and offices in 70+ countries.
perennial.earth/post/perennialโฆ
German Federal Council approved CO2 Storage and Transport Act providing legal certainty for COโ transport and storage.
dvne.org/news-de/bundesโฆ
Hempalta Corp. secured $2 million funding and transitions to carbon-focused model with expanded biochar initiatives.
biochartoday.com/news/hempalta-โฆ
BioCarbon Standard launched Version 5.0 of ARR Methodology with stronger transparency, D-MRV, and SDG tracking.
linkedin.com/posts/biocarboโฆ
CO280 and SLB Capturi completed COโ capture pilot at US Gulf Coast pulp and paper mill.
co280.com/post/co280-sucโฆ
BeZero Carbon reaffirmed AAA rating for Climeworks Orca DAC+S plant.
linkedin.com/posts/climeworโฆ
Inlandsis Fund financed NativState to grow North American nature-based carbon removal projects.
globenewswire.com/news-release/2โฆ
Supercritical published analysis on asphalt biochar as a potential major carbon sink.
gosupercritical.com/blog?p=asphaltโฆ
European Commission adopted secondary legislation under CRCF Regulation to certify CDR, carbon farming, and carbon storage in products.
eur-lex.europa.eu/eli/reg_impl/2โฆ
Open Standard Carbon Removal Purchase Agreement launched at COP30 to standardize durable CDR contracting; hosted on the CDR.fyi platform.
cdr.fyi/blog/introduciโฆ
Imperial College London launched London Register of Subsurface COโ Storage to track global permanent underground storage.
imperial.ac.uk/news/271713/fiโฆ
OpenAir launched 4th global Carbon Removal Challenge for university students, finalists to present at Carbon Unbound 2026
openaircollective.com/crc/
CDRXIV is surveying the role of preprints in CDR research and invites researchers to participate. Survey closes Dec 15
docs.google.com/forms/d/e/1FAIโฆ
Puro.earth released 2025 Enhanced Weathering methodology update.
linkedin.com/posts/puro-earโฆ
TIDE Centre, University of Oxford published working paper on economic potential of durable CDR in the Global South, showing 3โ9.5M jobs and $180โ600B annual value by 2050.
oxford-tide.org/2025/11/19/worโฆ
SWP Berlin brief warned overshooting 1.5 ยฐC is likely and returning requires sustained net-negative COโ emissions
swp-berlin.org/publikation/ovโฆ
European Marine Board released Future Science Brief on mCDR, emphasizing emissions cuts remain priority.
gu.se/en/news/launchโฆ
graphyte.com/post/graphyte-โฆ
Pure Data Centres invested ยฃ24M in UKโs largest biochar facility in Wiltshire. The project will produce ~11,500 tons biochar/year (~18,500 tons CDR).
swindonlink.com/business/uk/laโฆ
Honda purchased 1,800 CDR credits from Indigo Agโs regenerative agriculture program.
newsweek.com/honda-emissionโฆ
Return Carbon partnered with Permian Energy Lab on Trinity DAC test site; Phase 1 targets 10,000 tons/year, scaling to 100,000โ500,000/year in Phase 2.
carboncapturejournal.com/news/return-caโฆ
Verde AgriTech and UNDO Carbon formed commercial partnership for enhanced rock weathering carbon credits.
investor.verde.ag/verde-agritechโฆ
Ebb Carbon partnered with Saudi Water Authority to convert desalination brine into megaton-scale COโ removals
businesswire.com/news/home/2025โฆ
The INVEST-CDR project received โฌ2M from Swedenโs Formas to advance BECCS and DACCS in Nordics.
ivl.se/english/ivl/ouโฆ
Greengine and Rewind Earth partnered on underground biomass storage development.
carbonherald.com/rewind-earth-aโฆ
CURA received $100K funding from NorthX Climate Tech to support its technology.
linkedin.com/posts/climatetโฆ
Perennial signed global deal with AmSpec to scale soil-carbon verification using its labs and offices in 70+ countries.
perennial.earth/post/perennialโฆ
German Federal Council approved CO2 Storage and Transport Act providing legal certainty for COโ transport and storage.
dvne.org/news-de/bundesโฆ
Hempalta Corp. secured $2 million funding and transitions to carbon-focused model with expanded biochar initiatives.
biochartoday.com/news/hempalta-โฆ
BioCarbon Standard launched Version 5.0 of ARR Methodology with stronger transparency, D-MRV, and SDG tracking.
linkedin.com/posts/biocarboโฆ
CO280 and SLB Capturi completed COโ capture pilot at US Gulf Coast pulp and paper mill.
co280.com/post/co280-sucโฆ
BeZero Carbon reaffirmed AAA rating for Climeworks Orca DAC+S plant.
linkedin.com/posts/climeworโฆ
Inlandsis Fund financed NativState to grow North American nature-based carbon removal projects.
globenewswire.com/news-release/2โฆ
Supercritical published analysis on asphalt biochar as a potential major carbon sink.
gosupercritical.com/blog?p=asphaltโฆ
European Commission adopted secondary legislation under CRCF Regulation to certify CDR, carbon farming, and carbon storage in products.
eur-lex.europa.eu/eli/reg_impl/2โฆ
Open Standard Carbon Removal Purchase Agreement launched at COP30 to standardize durable CDR contracting; hosted on the CDR.fyi platform.
cdr.fyi/blog/introduciโฆ
Imperial College London launched London Register of Subsurface COโ Storage to track global permanent underground storage.
imperial.ac.uk/news/271713/fiโฆ
OpenAir launched 4th global Carbon Removal Challenge for university students, finalists to present at Carbon Unbound 2026
openaircollective.com/crc/
CDRXIV is surveying the role of preprints in CDR research and invites researchers to participate. Survey closes Dec 15
docs.google.com/forms/d/e/1FAIโฆ
Puro.earth released 2025 Enhanced Weathering methodology update.
linkedin.com/posts/puro-earโฆ
TIDE Centre, University of Oxford published working paper on economic potential of durable CDR in the Global South, showing 3โ9.5M jobs and $180โ600B annual value by 2050.
oxford-tide.org/2025/11/19/worโฆ
SWP Berlin brief warned overshooting 1.5 ยฐC is likely and returning requires sustained net-negative COโ emissions
swp-berlin.org/publikation/ovโฆ
European Marine Board released Future Science Brief on mCDR, emphasizing emissions cuts remain priority.
gu.se/en/news/launchโฆ
For more updates, subscribe to the Carbon Removal Updates Substack Newsletter:
"Unroll" @threadreaderappcarbonremovalupdates.substack.com
"Unroll" @threadreaderappcarbonremovalupdates.substack.com
@Beefeater_Fella @michaeldweiss 1).
On May 2, 2014, 42 people died in a fire at the Odessa of Trade Unions House. Pootinโs disinformation portrays the incident as an illustration of the alleged genocide of the Russian people in Ukraine,
On May 2, 2014, 42 people died in a fire at the Odessa of Trade Unions House. Pootinโs disinformation portrays the incident as an illustration of the alleged genocide of the Russian people in Ukraine,
@Beefeater_Fella @michaeldweiss 2).
as well as one of the justifications for a full-scale Russian invasion of Ukraine in 2022. In addition, Kremlin propaganda almost immediately began to compare this tragedy to the German crime in the Belarusian Khatyn (ะฅะฐััะฝ) during World War II.
as well as one of the justifications for a full-scale Russian invasion of Ukraine in 2022. In addition, Kremlin propaganda almost immediately began to compare this tragedy to the German crime in the Belarusian Khatyn (ะฅะฐััะฝ) during World War II.
@Beefeater_Fella @michaeldweiss 3).
x.com/FDehyd/status/โฆ
x.com/threadreaderapโฆ
threadreaderapp.com/thread/1988082โฆ
x.com/FDehyd/status/โฆ
x.com/threadreaderapโฆ
threadreaderapp.com/thread/1988082โฆ
@michaeldweiss 1).
โ @ZelenskyyUa now confronts the most agonizing choice of his presidency. If he says yes to giving up Donetsk, some Ukrainians will never forgive him. If he says no, this tragic war will continue. For all Zelenskyโs courage, he may never have faced a more agonizing moment.โ
โ @ZelenskyyUa now confronts the most agonizing choice of his presidency. If he says yes to giving up Donetsk, some Ukrainians will never forgive him. If he says no, this tragic war will continue. For all Zelenskyโs courage, he may never have faced a more agonizing moment.โ
@michaeldweiss @ZelenskyyUa 2).
Nov. 23, 2025
๐ฟ๐๐ ๐๐๐๐๐๐๐๐๐๐ ๐ป๐๐๐ (@washingtonpost, @PostOpinions) archive.ph/CUiWp
Nov. 23, 2025
๐ฟ๐๐ ๐๐๐๐๐๐๐๐๐๐ ๐ป๐๐๐ (@washingtonpost, @PostOpinions) archive.ph/CUiWp
@michaeldweiss @ZelenskyyUa @washingtonpost @PostOpinions Please unroll @threadreaderapp. Thank you in advance ๐
1).
โUnder the terms proposed by the US, Ukraine would have to withdraw troops from parts of the astern Donbas region that Russia has failed to fully occupy. The area would become a neutral demilitarized buffer zone internationally recognized as Russian.
โUnder the terms proposed by the US, Ukraine would have to withdraw troops from parts of the astern Donbas region that Russia has failed to fully occupy. The area would become a neutral demilitarized buffer zone internationally recognized as Russian.
2).
Moscow would also obtain de facto recognition over Crimea, Luhansk and Donetsk. Most of the remainder of the frontline, including in Kherson and Zaporizhzhia, would be effectively frozen.โ
Nov. 23, 2025
@Bloomberg (@business) archive.ph/pdUpu
Moscow would also obtain de facto recognition over Crimea, Luhansk and Donetsk. Most of the remainder of the frontline, including in Kherson and Zaporizhzhia, would be effectively frozen.โ
Nov. 23, 2025
@Bloomberg (@business) archive.ph/pdUpu
@Bloomberg @business Please unroll @threadreaderapp. Thank you in advance ๐
@RadioFreeTom @thedailybeast 1).
โTop MAGA Influencers Accidentally Unmasked as Foreign Trolls
@elonmusk's social media site X has rolled out a new feature in an effort to increase transparencyโand unwittingly revealed that many of the siteโs top MAGA influencers are actually foreign actors.
โTop MAGA Influencers Accidentally Unmasked as Foreign Trolls
@elonmusk's social media site X has rolled out a new feature in an effort to increase transparencyโand unwittingly revealed that many of the siteโs top MAGA influencers are actually foreign actors.
@RadioFreeTom @thedailybeast @elonmusk 2).
The new ยปAbout This Accountยซ feature, which became available to X users on Friday, allows others to see where an account is based, when they joined the platform, how often they have changed their username, and how they downloaded the X app.
The new ยปAbout This Accountยซ feature, which became available to X users on Friday, allows others to see where an account is based, when they joined the platform, how often they have changed their username, and how they downloaded the X app.
@RadioFreeTom @thedailybeast @elonmusk 3).
Upon rollout, rival factions began to inspect just where their online adversaries were really based on the combative social platformโwith dozens of major MAGA and right-wing influencer accounts revealed to be based overseas.โ
Nov. 23, 2025
Upon rollout, rival factions began to inspect just where their online adversaries were really based on the combative social platformโwith dozens of major MAGA and right-wing influencer accounts revealed to be based overseas.โ
Nov. 23, 2025
๐จ Powerless data centers and the real risk to $NVDA.๐งต
At the simplest level, Nvidiaโs business model is selling shovels into the AI โdata-center rush.โ Thatโs a dangerous way to make a living when the grid canโt actually power the facilities those โshovels are meant to dig.โ
At the simplest level, Nvidiaโs business model is selling shovels into the AI โdata-center rush.โ Thatโs a dangerous way to make a living when the grid canโt actually power the facilities those โshovels are meant to dig.โ
1. In Santa Clara, two data centers have become symbols of AIโs new constraint: electricity, not chips.
If Santa Clara is the most visible example, AWSโs fight with PacifiCorp in Oregon is the most explicit.
Texas has the Power, but it comes with BLACKOUT.
If Santa Clara is the most visible example, AWSโs fight with PacifiCorp in Oregon is the most explicit.
Texas has the Power, but it comes with BLACKOUT.
2. Datacenters that are currently grabbing land, draining water, is not running. And that is a HUGE problem for $NVDA, not now, but very very soon.
THREAD, PART 1: Ten Easy Steps to Uncover Mortgage Fraud by Letitia James (without ordering a title report, which I had to do for the Virginia Properties).
Go to the NYC Dept of Building Website and enter the following information, and press GO.
LINK: a810-bisweb.nyc.gov/bisweb/bispi00โฆ
Go to the NYC Dept of Building Website and enter the following information, and press GO.
LINK: a810-bisweb.nyc.gov/bisweb/bispi00โฆ
THREAD, PART 2: Select "View Certificates of Occupancy"
THREAD, PART 3: Click on the most recent Certificate of Occupancy
1/ I see a lot of bad analysis of DATs, or digital asset treasury companies. Specifically, I see a lot of bad takes on whether they should trade at, above, or below the value of the assets they hold (their so-called โmNAVโ).
Here's how I approach it.
Here's how I approach it.
2/ The first thing to do when evaluating a DAT is ask yourself: If this company had a fixed lifespan, what would it be worth?
3/ The value of this approach is obvious if you think in very short time frames. For instance: Imagine you had a bitcoin DAT that announced it was shutting down this afternoon and distributing its bitcoin to investors. It would trade at exactly at the value of its bitcoin (an mNAV of 1.0).
Today's PSA
2. The follow up idea is below. If it is isnt science it is PROPAGANDA
3. How do decentralized doctors visits begin? They start on Saturday and going on into Sunday's before sunset. Here is how they look.
